-2.3%
HSY vs EAT
+467.5%
-469.8%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -4.1% | +4.4% | +0.4% |
| 7D | +3.8% | -5.9% | +9.7% | +4.0% |
| 30D | +6.9% | +0.7% | +6.2% | +6.8% |
| 3M | -4.1% | -14.2% | +10.2% | -3.8% |
| 6M | -5.0% | +40.7% | -45.7% | -5.6% |
| YTD | -2.3% | +36.0% | -38.3% | -2.7% |
| 1Y | +6.1% | +83.1% | -77.0% | +5.3% |
| All | -2.3% | +467.5% | -469.8% | -18.7% |
Cumulative growth
Daily Returns
Daily percentage return beside EAT.
Daily Out/Under-Performance
Portfolio return minus EAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EAT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded EAT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling